Purchases and Sales Made in Q1 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 19, 2023 Q1 2023
Heron Financial Group, LLC

SELL
 -
-53
- 4.09%
$20.2K - $22.2K
1.24K $753K
May 08, 2023 Q1 2023
Americana Partners, LLC

Houston, TX
SELL
 -
-54
- 8.33%
$20.6K - $22.6K
594 $359K
May 01, 2023 Q1 2023
Windham Capital Management, LLC

SELL
 -
-55
- 0.55%
$21K - $23K
10K $6.06M
May 15, 2023 Q1 2023
Weik Capital Management

Wyomissing, PA
SELL
 -
-55
- 1.74%
$21K - $23K
3.11K $1.88M
Apr 13, 2023 Q1 2023
Verum Partners LLC

Charlotte, NC
SELL
 -
-56
- 0.49%
$21.3K - $23.4K
11.4K $6.92M
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

SELL
 -
-56
- 1.84%
$21.3K - $23.4K
2.99K $1.81M
May 03, 2023 Q1 2023
Redmond Asset Management, LLC

Henrico, VA
SELL
 -
-56
- 2.59%
$21.3K - $23.4K
2.11K $1.27M
Apr 26, 2023 Q1 2023
First American Trust, Fsb

SELL
 -
-57
- 3.0%
$21.7K - $23.9K
1.84K $1.11M
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-57
- 0.64%
$21.7K - $23.9K
8.79K $5.32M
May 09, 2023 Q1 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-57
- 0.46%
$21.7K - $23.9K
12.2K $7.4M
May 02, 2023 Q1 2023
Carl P. Sherr & Co., LLC

SELL
 -
-58
- 1.37%
$22.1K - $24.3K
4.18K $2.53M
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-58
- 0.16%
$22.1K - $24.3K
36.4K $22M
May 02, 2023 Q1 2023
Investment Advisory Group, LLC

SELL
 -
-59
- 0.38%
$22.5K - $24.7K
15.7K $9.48M
Apr 25, 2023 Q1 2023
American National Bank

SELL
 -
-61
- 7.84%
$23.2K - $25.5K
717 $434K
May 15, 2023 Q1 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
SELL
 -
-61
- 3.38%
$23.2K - $25.5K
1.75K $1.06M
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

SELL
 -
-62
- 1.66%
$23.6K - $26K
3.67K $2.22M
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-63
- 3.85%
$24K - $26.4K
1.57K $952K
May 15, 2023 Q1 2023
Capital Planning Advisors, LLC

Sacramento, CA
SELL
 -
-63
- 9.36%
$24K - $26.4K
610 $369K
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

SELL
 -
-64
- 0.18%
$24.4K - $26.8K
34.6K $20.9M
May 04, 2023 Q1 2023
Hill Island Financial LLC

Grand Rapids, MI
SELL
 -
-64
- 3.6%
$24.4K - $26.8K
1.72K $1.04M
Apr 06, 2023 Q1 2023
Capital Investment Services Of America, Inc.

SELL
 -
-65
- 4.3%
$24.8K - $27.2K
1.45K $876K
Apr 14, 2023 Q1 2023
Asset Planning Corporation

SELL
 -
-65
- 0.79%
$24.8K - $27.2K
8.21K $4.97M
May 03, 2023 Q1 2023
Wealthstar Advisors, LLC

Plano, TX
SELL
 -
-65
- 4.22%
$24.8K - $27.2K
1.48K $893K
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-65
Closed
$24.8K - $27.2K
0 $0
Apr 17, 2023 Q1 2023
Clarius Group, LLC

Seattle, WA
SELL
 -
-66
- 2.48%
$25.2K - $27.6K
2.59K $1.57M
Apr 25, 2023 Q1 2023
Strategic Equity Management

SELL
 -
-66
- 2.61%
$25.2K - $27.6K
2.46K $1.49M
May 12, 2023 Q1 2023
Cooper/Haims Advisors, LLC

SELL
 -
-66
- 0.25%
$25.2K - $27.6K
25.9K $15.6M
Apr 04, 2023 Q1 2023
Stonehearth Capital Management, LLC

SELL
 -
-68
- 11.85%
$25.9K - $28.5K
506 $306K
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

SELL
 -
-68
- 1.3%
$25.9K - $28.5K
5.15K $3.12M
May 04, 2023 Q1 2023
Barclays PLC

London, X0
SELL
 -
-69
- 0.56%
$26.3K - $28.9K
12.2K $7.41M
Apr 11, 2023 Q1 2023
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-70
- 4.47%
$26.7K - $29.3K
1.5K $906K
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-70
- 0.71%
$26.7K - $29.3K
9.84K $5.95M
May 01, 2023 Q1 2023
Retirement Systems Of Alabama

SELL
 -
-70
- 0.22%
$26.7K - $29.3K
32.3K $19.5M
May 02, 2023 Q1 2023
Rothschild & CO Wealth Management Uk LTD

SELL
 -
-70
- 1.05%
$26.7K - $29.3K
6.58K $3.98M
May 17, 2023 Q1 2023
Harvey Capital Management Inc

SELL
 -
-70
- 1.03%
$26.7K - $29.3K
6.74K $4.08M
Apr 28, 2023 Q1 2023
Tilson Financial Group, Inc.

New Providence, NJ
SELL
 -
-71
- 5.43%
$27.1K - $29.7K
1.24K $748K
May 03, 2023 Q1 2023
Wells Financial Advisors Inc

SELL
 -
-72
- 1.78%
$27.4K - $30.1K
3.98K $2.41M
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-72
- 0.08%
$27.4K - $30.1K
90.3K $54.6M
May 12, 2023 Q1 2023
Sonora Investment Management Group, LLC

Tucson, AZ
SELL
 -
-72
- 2.6%
$27.4K - $30.1K
2.7K $1.63M
Apr 20, 2023 Q1 2023
White Lighthouse Investment Management Inc.

SELL
 -
-73
- 3.96%
$27.8K - $30.6K
1.77K $1.07M
Apr 24, 2023 Q1 2023
Greenwich Wealth Management LLC

Greenwich, CT
SELL
 -
-73
- 2.31%
$27.8K - $30.6K
3.09K $1.87M
Apr 26, 2023 Q1 2023
Proffitt & Goodson Inc

SELL
 -
-73
- 41.01%
$27.8K - $30.6K
105 $63.5K
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
SELL
 -
-74
- 1.25%
$28.2K - $31K
5.84K $3.53M
Apr 06, 2023 Q1 2023
Anderson Hoagland & CO

SELL
 -
-75
- 0.29%
$28.6K - $31.4K
25.6K $15.5M
Apr 21, 2023 Q1 2023
West Oak Capital, LLC

SELL
 -
-75
- 9.53%
$28.6K - $31.4K
712 $431K
May 01, 2023 Q1 2023
Family Firm, Inc.

SELL
 -
-75
- 0.28%
$28.6K - $31.4K
26.6K $16.1M
May 11, 2023 Q1 2023
Bbr Partners, LLC

New York, NY
SELL
 -
-76
- 0.61%
$29K - $31.8K
12.5K $7.54M
May 16, 2023 Q1 2023
Hollencrest Capital Management

SELL
 -
-77
- 4.46%
$29.3K - $32.2K
1.65K $998K
Sep 27, 2023 Q1 2023
Ceera Investments, LLC

Bellaire, TX
SELL
 -
-77
- 6.37%
$29.3K - $32.2K
1.13K $684K

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